IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q2 2017 Holdings

Filed 2017-09-12 | 580 holdings | $14.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Fastenal Co(FAST)COM311900104$49611,3930.0%
Mckesson Corporation(MCK)COM58155Q103$4993,0280.0%
iShares Short Term National AMT Free Municipal Bond ETF(SUB)COM464288158$5144,8630.0%
Vaneck Vectors ETFCOM92189F361$52416,9550.0%
Schwab Shrt. Term US Treasury Bond ETF(SCHO)COM808524862$54110,7400.0%
NXP Semiconductors NV F(NXPI)COMN6596X109$5434,9610.0%
Carlisle Companies Inc(CSL)COM142339100$5455,7110.0%
Abbott Laboratories(ABT)COM002824100$54711,2620.0%
V F Corporation(VFC)COM918204108$5709,8980.0%
Spdr Series Trust(BWX)COM78464A516$57320,7220.0%
Walgreens Boots Allianc(WBA)COM931427108$5777,3690.0%
Schwab US Mid-Cap Equity ETF(SCHM)COM808524508$57912,0260.0%
Powershs Exch Trad FD TRCOM73936T565$58238,5340.0%
Acuity Brands Inc(AYI)COM00508Y102$6022,9590.0%
Clorox Co(CLX)COM189054109$6084,5640.0%
iShares S&P Global Energy(IXC)COM464287341$61519,8200.0%
Royal Dutch Shell Adrea Rep 2 CL B Eur0.07(R6C2)COM780259107$63211,6190.0%
Apollo Global ManagementCOM037612306$65624,7980.0%
Vanguard Bond Index Fund(BND)COM921937835$6578,0260.0%
Blackstone Group LP(BXUSD)COM09253U108$67120,1220.0%
iShares 20 Year(TLT)COM464287432$6745,3900.0%
United Parcel Ser(UPS)COM911312106$6876,2130.0%
Regeneron Pharms Inc(REGN)COM75886F107$6941,4130.0%
Bristol Myers Squibb(BMY)COM110122108$69412,4530.0%
Baxter International Inc(BAX)COM071813109$72411,9200.0%
SCH US Tips ETF(SCHP)COM808524870$74113,4620.0%
Boston Pptys Inc Com(BXP)COM101121101$7436,0050.0%
Itron Inc Com(ITRI)COM465741106$74510,9960.0%
Albemarle Corp(ALB)COM012653101$7467,0460.0%
Digital Realty Tst.(DLR)COM253868103$7526,6590.0%
Xylem Inc(XYL)COM98419M100$76113,7340.0%
Berkshire Hathaway(BRK/A)COM084670108$76430.0%
Simon Pr.gp.(SPG)COM828806109$7724,7710.0%
Equinix Inc(EQIX)COM29444U700$7861,8320.0%
Schwab International Developed Equity ETF(SCHF)COM808524805$78824,7900.0%
iShares S&P DevelopedCOM464288422$79121,3700.0%
Vanguard Emerging Markets ETF(VWO)COM922042858$79319,4140.0%
Omnicom Group Inc(OMC)COM681919106$7939,4910.0%
Mercadolibre Inc(MELI)COM58733R102$7963,1690.0%
Ionis(IONS)COM462222100$79715,6690.0%
Mastercard Inc(MA)COM57636Q104$8046,6240.0%
Aqua America IncCOM03836W103$80824,2540.0%
iShares S&P Smcap Growth(IJT)COM464287887$8095,1900.0%
US Bancorp(USB)COM902973304$81315,5750.0%
Ametek Inc New(AME)COM031100100$81813,5000.0%
Nextera Energy(NEE)COM65339F101$8275,9010.0%
Bank Of NY Mellon Corporation(BK)COM064058100$86616,9670.0%
Bard C R Incorporated(BCRUSD)COM067383109$8842,7960.0%
Emerson Electric(EMR)COM291011104$88614,8570.0%
JP Morgan Chase & Co.(JPM)COM46625H100$8949,7760.0%
PreviousPage 9 of 12Next